WSFS
Wilmington Savings Fund Society’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
38,007
-2,299
| -6% | -$627K | 0.18% | 103 |
|
|
2025
Q1 | $10.8M | Sell |
40,306
-6,736
| -14% | -$1.81M | 0.2% | 97 |
|
|
2024
Q4 | $15.7M | Buy |
47,042
+3,230
| +7% | +$1.08M | 0.28% | 75 |
|
|
2024
Q3 | $12M | Buy |
43,812
+3,021
| +7% | +$827K | 0.22% | 95 |
|
|
2024
Q2 | $10.5M | Sell |
40,791
-278
| -0.7% | -$71.5K | 0.4% | 64 |
|
|
2024
Q1 | $12.4M | Buy |
+41,069
| New | +$12.4M | 0.47% | 57 |
|
|
2023
Q3 | $8.41M | Buy |
41,486
+132
| +0.3% | +$26.8K | 0.37% | 74 |
|
|
2023
Q2 | $8.74M | Sell |
41,354
-942
| -2% | -$199K | 0.36% | 74 |
|
|
2023
Q1 | $8.45M | Buy |
42,296
+972
| +2% | +$194K | 0.37% | 70 |
|
|
2022
Q4 | $5.48M | Sell |
41,324
-1,010
| -2% | -$134K | 0.25% | 101 |
|
|
2022
Q3 | $6.09M | Buy |
42,334
+1,452
| +4% | +$209K | 0.3% | 89 |
|
|
2022
Q2 | $6.75M | Buy |
40,882
+20,156
| +97% | +$3.33M | 0.31% | 84 |
|
|
2022
Q1 | $4.4M | Buy |
20,726
+15,745
| +316% | +$3.34M | 0.17% | 121 |
|
|
2021
Q4 | $1.27M | Sell |
4,981
-33
| -0.7% | -$8.39K | 0.05% | 214 |
|
|
2021
Q3 | $1.36M | Sell |
5,014
-15
| -0.3% | -$4.07K | 0.05% | 209 |
|
|
2021
Q2 | $1.23M | Sell |
5,029
-25
| -0.5% | -$6.11K | 0.05% | 215 |
|
|
2021
Q1 | $1.07M | Sell |
5,054
-69
| -1% | -$14.6K | 0.04% | 220 |
|
|
2020
Q4 | $1.14M | Sell |
5,123
-162
| -3% | -$36K | 0.05% | 212 |
|
|
2020
Q3 | $1.33M | Buy |
5,285
+140
| +3% | +$35.2K | 0.06% | 194 |
|
|
2020
Q2 | $964K | Sell |
5,145
-180
| -3% | -$33.7K | 0.05% | 214 |
|
|
2020
Q1 | $766K | Buy |
5,325
+204
| +4% | +$29.3K | 0.05% | 215 |
|
|
2019
Q4 | $833K | Hold |
5,121
| – | – | 0.04% | 202 |
|
|
2019
Q3 | $760K | Buy |
5,121
+1,314
| +35% | +$195K | 0.04% | 201 |
|
|
2019
Q2 | $577K | Buy |
3,807
+195
| +5% | +$29.6K | 0.03% | 239 |
|
|
2019
Q1 | $572K | Buy |
3,612
+780
| +28% | +$124K | 0.03% | 236 |
|
|
2018
Q4 | $388K | Buy |
2,832
+36
| +1% | +$4.93K | 0.02% | 268 |
|
|
2018
Q3 | $444K | Sell |
2,796
-32
| -1% | -$5.08K | 0.02% | 266 |
|
|
2018
Q2 | $386K | Hold |
2,828
| – | – | 0.02% | 274 |
|
|
2018
Q1 | $329K | Buy |
2,828
+45
| +2% | +$5.24K | 0.02% | 275 |
|
|
2017
Q4 | $285K | Hold |
2,783
| – | – | 0.02% | 296 |
|
|
2017
Q3 | $260K | Buy |
2,783
+183
| +7% | +$17.1K | 0.01% | 296 |
|
|
2017
Q2 | $225K | Hold |
2,600
| – | – | 0.01% | 313 |
|
|
2017
Q1 | $214K | Buy |
+2,600
| New | +$214K | 0.01% | 312 |
|
|
2016
Q3 | – | Sell |
-2,600
| Closed | -$206K | – | 335 |
|
|
2016
Q2 | $206K | Sell |
2,600
-114
| -4% | -$9.03K | 0.01% | 318 |
|
|
2016
Q1 | $200K | Sell |
2,714
-312
| -10% | -$23K | 0.01% | 330 |
|
|
2015
Q4 | $237K | Sell |
3,026
-40
| -1% | -$3.13K | 0.01% | 312 |
|
|
2015
Q3 | $213K | Hold |
3,066
| – | – | 0.01% | 327 |
|
|
2015
Q2 | $213K | Buy |
+3,066
| New | +$213K | 0.01% | 332 |
|